By Kevin Theissen The impact of Covid-19 on workplaces has been profound. As we move forward, it is likely work as we once knew it will be changed forever. Employer benefits is one area in which there may be significant […]
Category: Money Matters
Column, Money Matters
Can you pass this Social Security quiz?
By Kevin Theissen Social Security provides retirement income for many, but according to Mass. Mutual Life Insurance, most Americans fail to demonstrate basic knowledge of Social Security benefits. Mass. Mutual used a quiz to test peoples’ knowledge of Social Security […]
Column, Money Matters
Financial spring cleaning
By Kevin Theissen If you have been procrastinating on one, some or all aspects of your personal finances, why not apply the concept of spring cleaning to your money? The following are some ideas to get started or restarted: Get […]
Column, Money Matters
Divorce and finances
By Kevin Theissen Some data suggests that divorce rates in the U.S. have been falling in recent decades. Whether this is accurate or not, many people face the difficult challenges that come when their marriage ends. Getting a divorce is […]
Column, Money Matters
Retirement planning for women
By Kevin Theissen Planning for retirement can be slightly different for women. Although things are changing, women are still more likely to serve as caregivers, and as a result, they earn less income and benefits due to their time away […]
Column, Money Matters
A few overlooked tax deductions
By Kevin Theissen You should pay all taxes due – but not a penny more! You can then help others with the excess – how you decide. Many taxpayers regularly overpay because they fail to take tax deductions for which […]
Column, Money Matters
Does your child have to file a tax return?
By Kevin Theissen Many parents encourage their children to work so they can learn the values about work and managing money. But do they need to file a tax return for the money they earn? The IRS does not exempt […]
Column, Money Matters
Short selling and tax consequences
By Kevin Theissen The recent short selling activity in GameStop has motivated some to become new “investors” because of the idea of making fast money through such trading. However, many are unaware of the dangers of short selling, along with […]
Column, Money Matters
Mortgages in retirement
By Kevin Theissen There is a lot to consider when preparing for your retirement – and it can be overwhelming for some. Saving, investing, medical costs, and making sure you have sufficient income for years to come is just the […]
Column, Money Matters
Financial literary quiz
The FINRA Investor Education Foundation published a report that found “…financial literacy has significant predictive power for future financial outcomes, even after controlling for baseline financial characteristics and a wide set of demographic and individual characteristics that influence financial decision […]